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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $56,282 | $133,981-58.0% | $112,249-49.9% | $134,532-58.2% |
| Participation rate | 45.5% | 78.6%-33.1pp | 75.1%-29.6pp | 81.2%-35.8pp |
| Annual return | -14.38% | 47.16%-61.5pp | 27.48%-41.9pp | 418.27%-432.6pp |
| Employer contribution / active EE | $2,309 | $4,040-42.8% | $3,636-36.5% | $4,741-51.3% |
| Participant deferral / active EE | $5,444 | $5,292+2.9% | $4,729+15.1% | $6,401-15.0% |
| Admin fee / account holder | $788 | $7,492-89.5% | $6,412-87.7% | $11,429-93.1% |